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Affiliated Managers Group
AMG

Overview Fund Activity

429 hedge funds and large institutions have $5.25B invested in Affiliated Managers Group in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
-20
Holders Change %
-4.45%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
152
Reduced
155
Closed
64
Calls
$26.4M
Puts
$140M
Net Calls
-$114M
Net Calls Change
-$73.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$41.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.1M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$37M
4
Renaissance Technologies
Renaissance Technologies
New York
+$34M
5
CCP
Clarkston Capital Partners
Michigan
+$20.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$41.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41.1M
3
Millennium Management
Millennium Management
New York
-$27.6M
4
Deutsche Bank
Deutsche Bank
Germany
-$26.9M
5
CIM
Chiron Investment Management
New York
-$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
401
PRW Wealth Management
Massachusetts
$3K – – –
KPW
402
Kore Private Wealth
New York
$3K – – –
AC
403
Avestar Capital
New York
$3K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3K +$536 +5 +22%
TFO
405
Tarbox Family Office
California
$3K +$1.39K +13 +87%
BWM
406
BerganKDV Wealth Management
Minnesota
$2K – – –
EARNEST Partners
407
EARNEST Partners
Georgia
$2K – – –
NFG
408
Next Financial Group
Texas
$2K – – –
FCA
409
FinTrust Capital Advisors
South Carolina
$2K +$2K +15 New
RIA
410
Realta Investment Advisors
Delaware
$2K +$2K +19 New
NFH
411
NEXT Financial Holdings
Texas
$2K +$2K +23 New
KFS
412
Kelly Financial Services
Massachusetts
$1.07K +$1.07K +10 New
ESB
413
Essex Savings Bank
Connecticut
$1K – – –
LPWM
414
Lake Point Wealth Management
Texas
$1K – – –
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$1K – – –
PK
416
Pflug Koory
Nebraska
$1K – – –
GRP
417
Global Retirement Partners
California
$1K – – –
CFA
418
Camarda Financial Advisors
Florida
$1K +$1K +5 New
CI
419
CX Institutional
Indiana
$1K +$1K +5 New
WPA
420
West Paces Advisors
Georgia
$857 – – –
WA
421
WP Advisors
California
$217 +$217 +203 New
GT
422
Glenmede Trust
Pennsylvania
$26 -$1 -13 -5%
Marshall Wace
423
Marshall Wace
United Kingdom
– -$19.8M -202,757 Closed
CCMLC
424
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$11M -112,588 Closed
DnB Asset Management
425
DnB Asset Management
Norway
– -$5.47M -56,125 Closed
15 16
17
18 19